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Added to YB: 2025-08-04

Pitch date: 2025-06-30

MAS [neutral]

Masco Corporation

+18.79%

current return

Author Info

No bio for this author

Company Info

Masco Corporation provides home improvement and building products in North America, Europe, and internationally.

Market Cap

$15.5B

Pitch Price

$62.93

Price Target

N/A

Dividend

1.68%

EV/EBITDA

12.30

P/E

19.74

EV/Sales

2.43

Sector

Building Products

Category

value

Show full summary:
FMI Funds Portfolio Holding: Masco Corporation

MAS (holding update): Global leader in home improvement products (BEHR paint, DELTA faucets). Portfolio focused on low-ticket, high-impact R&R items after strategic divestitures. Best-in-class ROIC, strong FCF for 40+ years, conservative financing. Advantages: decades-built brand strength, aligned with key retail partners. Undervalued amid weak demand, rate/tariff concerns.

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